Export orders issued via offer from Crm & Marketing section

15 Jul, 2024 Exports 0 Comments 0

Per esportare gli ordini emessi tramite offerte dalla sezione Crm & Marketing, navigare alla sezione Gestione finanziaria → Gestione degli ordini, utilizzare il filtro per tipologia di ordine e scegliere “Offerta".

At this point, the system will only show orders that have been issued via commercial offer and you can export them by following the canonical order export procedure explained in this article.

Tags: export, export, export orders, export, orders

You must be logged in to leave a comment.

Related articles (Exports)

Exporting the First Note to Income/Expenditure
To export the First Note, navigate to Tax Management → Income/Expense and filter the transactions by period: And indicate the date range for which to export: Then click the Report/Export button: And press Download First Note: A Download of the File will be performed immediately and it will be so read more...
Exporting Students or Employees of a Company
To export Employees or Students linked to a Company, you need to navigate to Master Data → Students: Then add the Client Companies filter to the screen by clicking Add Filter → Client Companies: Use the filter you just entered to view the Students that are associated with the Company of interest: Once read more...

Exporting connection logs to virtual classrooms
For courses that feature one or more lectures conducted in a virtual classroom via Zoom integration, it is now possible to download the connection log, taken directly from Zoom. The log is available in the course's Lesson Agenda by clicking the little arrow next to the blue Export button, and then doing read more...
Exporting hours/lessons of an individual student's courses
It is possible to export to Excel all courses taken by a Student indicating the percentage of attendance, hours and classes attended. Navigate to Didactics → Collective Courses, from here click filter courses by Student: All courses taken by the selected student will be returned. Now click in the blue read more... button.
Export planned and held hours of courses and trainees
To make an export of courses showing, for each, both the number of hours/lessons delivered and the number of hours/lessons taught, navigate to the section of the management system Didactics → Collective Courses or Didactics → Individual Lessons (Didactics → Courses in case the two sections had been merged) and click the button at the top read more...

The Wiki of ScuolaSemplice

Do you have a question?

Export orders issued via offer from Crm & Marketing section

Leave a comment

Read the next guide

Read the previous guide